---
title: How to Connect PolicyAssist to GloveBoxCRM Service Center
description: Easily connect PolicyAssist to GloveBoxCRM by syncing your Gmail or Outlook service email and configuring GloveBoxHQ so form submissions automatically become service tickets.
---
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# How to Connect PolicyAssist to GloveBoxCRM Service Center
## Automatically create PolicyAssist requests in your GloveBoxCRM Service Center
By syncing your service email with GloveBoxCRM and configuring PolicyAssist settings in GloveBoxHQ, you can automatically convert incoming PolicyAssist form submissions into service requests in the CRM, saving you time.
---
### Prerequisites
- A [GloveBoxCRM](https://betteragency.io/) account.
(Don't have one of these? Talk to your Customer Success Manager via live chat to learn more!)
- A [GloveBoxHQ](https://glovebox.io/) account.
- A dedicated service email (Gmail or Outlook)
---
### Sync Your Service Email in GloveBoxCRM
- [Follow these instructions to sync your service email to GloveBoxCRM](https://gbu.gloveboxapp.com/knowledge/how-to-sync-your-service-email-with-gloveboxcrm?hsLang=en)
---
### Configure PolicyAssist Settings in GloveBoxHQ with Your Dedicated Service Email
1. **Open Agency Details**
- Log in to GloveBoxHQ.
- In the left menu, select **Agency Details**.
2. **Access PolicyAssist Settings**
- Within Agency Details, click the **PolicyAssist Settings** tab.
3. **Assign Your Service Email**
- For each PolicyAssist request type (e.g., General Service, Vehicles, Certificates, etc), paste your synced service email into the **Custom Email** field.
- If you don't see "Email" as an option, be sure to use the "Add Contact Method" option on the right within the 3-dot menu.
- Click **Save** after editing each section.
4. **(Optional) Set Up a General Fallback**
- Under **General Service**, paste the same address into the **Custom Email** field.
- This ensures any unconfigured form submits still generate requests in GloveBoxCRM.
---
#### Verify & Manage Incoming Requests
- **Automatic Ticket Creation**
- Whenever a client submits a PolicyAssist form, GloveBoxHQ will email your service inbox, and GloveBoxCRM will:
- Match the sender’s email to an existing CRM client
- Create a new service request in your Service Pipeline
- Now you can manage the service requests within GloveBoxCRm with tasks, attachments, and notes.
- **Unlinked Requests**
- If no matching client is found, requests appear under **Unlinked Requests**.
- Link them manually, then manage them through the pipeline with tasks, attachments, and notes.
---
#### Need Help?
If you run into any issues or have questions:
- Use the in‑app chat in GloveBoxCRM
- Email our Support team at **[support@gloveboxapp.com](mailto:support@gloveboxapp.com)**
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